Cottonwood Capital Advisors, LLC Ishares Tr U S Utils ETF Transaction History
Cottonwood Capital Advisors, LLC
- $125 Million
- Q1 2024
A detailed history of Cottonwood Capital Advisors, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Cottonwood Capital Advisors, LLC holds 4,624 shares of IDU stock, worth $407,651. This represents 0.31% of its overall portfolio holdings.
Number of Shares
4,624
Previous 5,167
10.51%
Holding current value
$407,651
Previous $412,000
5.34%
% of portfolio
0.31%
Previous 0.34%
Shares
9 transactions
Others Institutions Holding IDU
# of Institutions
229Shares Held
4.44MCall Options Held
4.4KPut Options Held
0-
Destination Wealth Management653KShares$57.5 Million1.85% of portfolio
-
Morgan Stanley New York, NY535KShares$47.2 Million0.0% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ454KShares$40 Million0.96% of portfolio
-
Bank Of America Corp Charlotte, NC379KShares$33.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC161KShares$14.2 Million0.01% of portfolio